10/27/2009 白天灌水

CoolMax

Samsung once tried to bid SNDK at 29 and got rejected.

If economics truly comes back, it would be a $40 stock.
dara 发表于 2009-10-27 12:29 PM

Even garbage stock flys these days, doesn't mean they have bright future.

dara

Even gabage stock flys these days, doesn't mean they have bright future.
CoolMax 发表于 2009-10-27 12:30

haha. true.

But SNDK and NVDA have values.  I got in NVDA at 5.xx  and SNDK at 7.xx early this year, but da*n sold under 10.

It is not like garbage they may never come back

CoolMax

Samsung once tried to bid SNDK at 29 and got rejected.

If economics truly comes back, it would be a $40 stock.

SNDK can collect $500M patent fee per year. That alone would worth $5B.
dara 发表于 2009-10-27 12:29 PM

Their days are numbered, let us see after five years.

CoolMax

haha. true.

But SNDK and NVDA have values.  I got in NVDA at 5.xx  and SNDK at 7.xx early this year, but da*n sold under 10.
dara 发表于 2009-10-27 12:31 PM

I get LEAP Calls when NVDA hit bottom.

dara

Their days are numbered, let us see after five years.
CoolMax 发表于 2009-10-27 12:32

do not believe SNDK would be gone in 5 years. Maybe got buyout.

dara

I get LEAP Calls when NVDA hit bottom.
CoolMax 发表于 2009-10-27 12:33

Well if you bot SNDK leap, it would be better.

I do not like LEAP call, time value too big. I would buy options at most 3 months away.

CoolMax

ut1984

GS  的MM 今天在用振荡器！

快没电了。。。
yaobooyao 发表于 2009-10-27 12:08

没电了用手

mikeqc

Cover SPY shorts here

Braveheart

anybody short AMZN?

yaobooyao

Their days are numbered, let us see after five years.
CoolMax 发表于 2009-10-27 12:32

Agree!  I know what you mean.....

dara

anybody short AMZN?
Braveheart 发表于 2009-10-27 12:42

down side is limited, does not worth it.

If it could stay on this level before next ER, I may buy some puts before its ER.
It is 3 months away.

yaobooyao

没电了用手
ut1984 发表于 2009-10-27 12:36

This  is  a good one!

dara

Agree!  I know what you mean.....
yaobooyao 发表于 2009-10-27 12:43

mean it to be acquired? I do not believe SNDK could be out of business.

yaobooyao

mean it to be acquired? I do not believe SNDK could be out of business.
dara 发表于 2009-10-27 12:45

Being acquired could be one option for them.

The thing is new technologies will kill the market quickly if they can't catch it in the future, if they lose the edge, their market share/profit will be materially dampened.  I think that's what CoolMax says.

Diffusion

好像又在画三角了。

Alchemist

GS  的MM 今天在用振荡器！

快没电了。。。
yaobooyao 发表于 2009-10-27 12:08

what? short the battery company!

ppteam

看了几个wave counter的分析，大师们早就把底和顶安排好了。
最无聊的是搞个GRAND CYCLE，把成百上千年一数打尽，反正你们也没法去验证！

哈哈，you gonna be kidding me.

CoolMax

CoolMax

看了几个wave counter的分析，大师们早就把底和顶安排好了。
最无聊的是搞个GRAND CYCLE，把成百上千年一数打尽，反正你们也没法去验证！

哈哈，you gonna be kidding me.


ppteam 发表于 2009-10-27 12:57 PM

LEAP Option最远有多远。使劲卖呀。

最好把100年以后的Option都卖了。